Sandra
Chism

Oppenheimer & Co. Inc

CRD#2204917
Investment Advisor
in Kansas City, MO

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About this Advisor

Sandra Chism is a financial advisor operating in Kansas City, Missouri with 18 years of industry experience. Chism currently works for Oppenheimer & Co. Inc. They have worked at Oppenheimer & Co. Inc for their whole career. Chism has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Kansas, Missouri and Texas. Oppenheimer & Co. Inc is a firm operating out of New York, NY. The company has offices in 118 locations and a total of 2,784 employees. It handles $23 billion in assets between its 32,333 accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 145 charitable organizations. Of its 32,333 customer accounts, just 2% are held by high-net-worth investors who have more than $1 million in assets. Oppenheimer & Co. Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management typically vary depending on which services the firm provides the client. Fees billed by Oppenheimer & Co. Inc likely are comprised of any combination of asset-based, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Performance-based Fees

Office Location

4717 Grand Avenue Suite 230
Kansas City, MO 64112

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Oppenheimer & Co. Inc Brokerage Details

Total Assets Under Management

$22,650,951,893

MO Average: $7,464,549,021
Total Number of Employees

2,784

MO Average: 88
Total Number of Accounts

32,333

MO Average: 3,892
Average Account Size

$700,552

MO Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Sandra Chism Work History

Sandra has been registered as a financial advisor for 18 years.*

2002 - Present (22 years)

Fahnestock & Co. Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Sandra Chism to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Oppenheimer & Co. Inc

Alan Woller
Princeton, NJ
Mark Abbonizio
Wayne, PA
Elizabeth Ehlen
Bellevue, WA
Javier Ajjam Altimari
Houston, TX
F Masri
New York, NY
Michael Wolff
New York, NY
Brian Kutsmeda
Boca Raton, FL
Edita Raslova
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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